Commercial Broker Program

Mr. Mentor's Commercial Broker Program is skill building and will and boost your confidence and outcomes in the industry.

This lesson is C3. Understanding Financials
Lesson Outline:
Section 1: The basics of business financials
Section 2: Profitable, but no spare cash
Section 1: Cashflow vs Profit and Loss
Section 1: Breakeven level
Section 1: Understanding financial ratios

Goals:
Understand what documentation you require to establish servicing
To understand the line items in financials
To understand the difference between cashflow and profit and loss
To understand the trends from a given set of financial ratios

Format

Recorded tutorial

Starting date

Self-paced

Instructors

Lisa Tarleton

Duration

Access for three months

Support

Tutorial recording.

Student guide.

Tools and resources.

Assessment.

Price

$275

Benefits of the program

  • Comprehensive student guides for each lesson.
  • Interactive live tutorials delivered online, recorded for self-paced learning and revision.
  • Designed to deliver practical and measurable outcomes.
  • Access to an extensive downloadable resource library.
  • MFAA & FBAA approved. CPD hours allocated.
  • Ongoing Continual Professional Development webinars.

Course activities and resources

Richele Janjatovic

Having worked in the commercial banking industry for over 17 years, Richele supports self-employed clients with all of their finance needs.

As an industry expert, Richele combines a deep knowledge of the financial landscape with a customer-centric approach, ensuring her clients receive the highest level of personalised service and support.

Outside of work,  Richele subscribes to life long learning by listening to podcasts, reading and challenging myself through the MBA program at Melbourne Business School.
as an investor, she has a focus on achieving financial freedom and volunteers as a Company Monitor at the Australian Shareholders' Association. 

Lisa Tarleton

With a wealth of experience garnered over years in the banking industry, Lisa's tenure has equipped her with invaluable insights and expertise.
Proficient in various facets of banking, including Commercial Lending, Banking Operations, Credit Analysis, SME Banking, and Commercial Banking, Lisa stands as a seasoned professional.

Her academic background includes a Bachelor of Commerce (BCom) with a specialization in Business/Commerce from Deakin University, further enhancing her skill set.

Beyond her professional endeavors, Lisa is a committed lifelong learner, an adept cook, and finds joy in fostering relationships within her growing extended family, cherishing moments with her three grandchildren.